Attend via WEBINAR or live.
Very experienced and specialized speakers to educate and work with you.
Ode to Shakespeare: "Death and Taxes"
8:30 AM - 1:30 PM @ Donalda Club
(Lecturer: Manu Kakkar)
Life After Death: Post Mortem Planning
12:30 PM - 5:00 PM @ Donalda Club
(Lecturer: Manu Kakkar)
Death, Taxes and Insurance For Business Owners
5:30 PM - 9:00 PM @ Donalda Club
(Lecturer: Tony Salgado)
The itaxpartners Advantage
itaxpartners is a professional development program dedicated to providing a unique learning experience in the format of seminars, webinars, or interactive panel discussions. While the primary focus is tax we will also provide panel discussions and webinars for the clients we serve. Target subjects are in estate planning, trusts, succession planning, owner/manager issues, capital structures and real estate.
Our mission is to provide professionals and the clients/markets we serve with a unique opportunity to learn, network and connect.
Our goal is to provide practical, professional, focused and detailed knowledge for your practice, business, or family. There are many great educational formats; itaxpartners will follow a path based on our many years of experience and from input from our network of clients and professionals. One such path is to provide in-depth materials and practical examples / case studies focused on tax, estate planning and real estate for the professional. We will also create thought provoking sessions for the clients our professions serve. For some events, this practical learning experience will be followed by an informal networking event with a sponsor, piers, professionals and related service providers. Hence the rational for “partners” in itaxpartners! While we all have the need for continuing education, we will strive to go one step further and connect complementary professionals to assist in their business development. To do this, we will enlist sponsors and service providers our professions work with regularly.
Kelly Ehler, CPA, CA, TEP has followed the philosophy of lifelong learning. He obtained his CA (now CPA) while working at Price Waterhouse. Since then he obtained his insurance licence and just recently earned the TEP designation. He’s a member of STEP, the Canadian Tax Foundation and the CICA. His career has covered many industries both Canadian and international, including banking, real estate, retail, hedge fund, general tax, insurance and estate planning. As evidence of his education philosophy he has completed all three levels of the CICA in-depth tax program, CPA tax residency programs for the owner manager and the income tax practice course. To obtain the TEP (Trust Estate Planning) designation he went through the full program writing all four exams and is a regular participant of their seminars. Education and continual learning is a passion and the reason for establishing itaxpartners.